IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Ibonds DEC 2034 ETF (IBTP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Confluence Investment Management LLC
DECREASED
Shares938,069 from 965,101
Change-27,032 (-3%)
Value$22.5M (-$1.9M)
Filed 2026-10-01
D.A. Davidson & Co.
INCREASED
Shares483,884 from 421,822
Change+62,062 (+15%)
Value$11.6M (+$923.9K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares210,086 from 208,648
Change+1,438 (+1%)
Value$5.1M (-$246.4K)
Filed 2026-11-02
Probity Advisors, Inc.
INCREASED
Shares199,793 from 174,395
Change+25,398 (+15%)
Value$4.8M (+$375.7K)
Filed 2026-10-23
Choreo, LLC
NEW
Shares108,641
Change+108,641
Value$2.6M
Filed 2026-10-28
Petros Family Wealth, LLC
INCREASED
Shares56,835 from 44,648
Change+12,187 (+27%)
Value$1.4M (+$232.8K)
Filed 2026-10-28
Bell Investment Advisors, Inc
INCREASED
Shares52,033 from 51,498
Change+535 (+1%)
Value$1.3M (-$56.5K)
Filed 2026-10-29
PFG Advisors
NEW
Shares51,162
Change+51,162
Value$1.2M
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares25,161 from 21,275
Change+3,886 (+18%)
Value$605.6K (+$65.6K)
Filed 2026-10-13
Apella Capital, LLC
UNCHANGED
Shares14,397 from 14,397
Change0 (0%)
Value$345.6K (-$16.7K)
Filed 2026-10-08
Old Mission Investment Co LLC
INCREASED
Shares13,750 from 10,405
Change+3,345 (+32%)
Value$330.5K (+$66.4K)
Filed 2026-10-22
Single Point Partners, LLC
UNCHANGED
Shares13,044 from 13,044
Change0 (0%)
Value$313.6K (-$17.6K)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares11,567 from 11,472
Change+95 (+1%)
Value$278.1K (-$13.2K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares11,362 from 9,965
Change+1,397 (+14%)
Value$273.1K (+$20.2K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares11,345 from 10,095
Change+1,250 (+12%)
Value$273 (-$255.7K)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares11,270 from 10,790
Change+480 (+4%)
Value$270.9K (-$3.0K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares9,809 from 9,809
Change0 (0%)
Value$235.8K (-$13.2K)
Filed 2026-10-23
Keeler Thomas Management LLC
DECREASED
Shares9,597 from 10,835
Change-1,238 (-11%)
Value$230.7K (-$44.3K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,897
Change+8,897
Value$214.3K
Filed 2026-10-13
Kestra Advisory Services, LLC
NEW
Shares8,600
Change+8,600
Value$206.7K
Filed 2026-11-02
Guidance Point Advisors, LLC
INCREASED
Shares8,574 from 8,530
Change+44 (+1%)
Value$206.1K (-$10.4K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$96.2K (-$5.4K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares2,736 from 2,736
Change0 (0%)
Value$65.8K (-$3.7K)
Filed 2026-11-05
Concord Wealth Partners
NEW
Shares2,004
Change+2,004
Value$48.2K
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares1,968 from 1,195
Change+773 (+65%)
Value$47.3K (+$17.0K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$33.3K (-$1.9K)
Filed 2026-11-05
Hyposwiss Advisors SA
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$32.8K (-$1.8K)
Filed 2026-10-26
High Note Wealth, LLC
NEW
Shares377
Change+377
Value$9.1K
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares30
Change+30
Value$721
Filed 2026-11-03
Atria Investments, Inc
CLOSED
Shares0 from 8,871
Change-8,871 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-15
Bellecapital International Ltd.
CLOSED
Shares0 from 5,579
Change-5,579 (-100%)
Value$0 (-$141.6K)
Filed 2026-10-21
Assetmark, Inc
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-21
Atlantic Union Bankshares Corp
N/A
Shares— from 1,849,299
Change-1,849,299 (-100%)
Value—
Summitry LLC
N/A
Shares— from 878,535
Change-878,535 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 784,592
Change-784,592 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 723,444
Change-723,444 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 222,302
Change-222,302 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 183,785
Change-183,785 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 170,974
Change-170,974 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 159,662
Change-159,662 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 148,450
Change-148,450 (-100%)
Value—
UBS Group AG
N/A
Shares— from 134,267
Change-134,267 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 124,529
Change-124,529 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 114,247
Change-114,247 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 108,728
Change-108,728 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 105,033
Change-105,033 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 80,546
Change-80,546 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 58,292
Change-58,292 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 55,149
Change-55,149 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 54,886
Change-54,886 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 52,382
Change-52,382 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 50,182
Change-50,182 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 43,166
Change-43,166 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 38,362
Change-38,362 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,635
Change-34,635 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,825
Change-31,825 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 26,125
Change-26,125 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,805
Change-23,805 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,802
Change-20,802 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 20,796
Change-20,796 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,941
Change-18,941 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 11,682
Change-11,682 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,083
Change-9,083 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Status
Confluence Investment Management LLC
DECREASED938,069965,101-27,032-3%$24.5M$22.5M-$1.9M2026-10-01
D.A. Davidson & Co.
INCREASED483,884421,822+62,062+15%$10.7M$11.6M+$923.9K2026-10-28
Commonwealth Equity Services, LLC
INCREASED210,086208,648+1,438+1%$5.3M$5.1M-$246.4K2026-11-02
Probity Advisors, Inc.
INCREASED199,793174,395+25,398+15%$4.4M$4.8M+$375.7K2026-10-23
Choreo, LLC
NEW108,641—+108,641——$2.6M—2026-10-28
Petros Family Wealth, LLC
INCREASED56,83544,648+12,187+27%$1.1M$1.4M+$232.8K2026-10-28
Bell Investment Advisors, Inc
INCREASED52,03351,498+535+1%$1.3M$1.3M-$56.5K2026-10-29
PFG Advisors
NEW51,162—+51,162——$1.2M—2026-10-16
Krilogy Financial LLC
INCREASED25,16121,275+3,886+18%$540.1K$605.6K+$65.6K2026-10-13
Apella Capital, LLC
UNCHANGED14,39714,39700%$362.3K$345.6K-$16.7K2026-10-08
Old Mission Investment Co LLC
INCREASED13,75010,405+3,345+32%$264.1K$330.5K+$66.4K2026-10-22
Single Point Partners, LLC
UNCHANGED13,04413,04400%$331.1K$313.6K-$17.6K2026-10-19
Jacobi Capital Management LLC
INCREASED11,56711,472+95+1%$291.2K$278.1K-$13.2K2026-11-05
IFP Advisors, Inc
INCREASED11,3629,965+1,397+14%$253.0K$273.1K+$20.2K2026-10-16
Park Avenue Securities LLC
INCREASED11,34510,095+1,250+12%$256.0K$273-$255.7K2026-10-26
Bank of New York Mellon Corp
INCREASED11,27010,790+480+4%$273.9K$270.9K-$3.0K2026-11-05
Signaturefd, LLC
UNCHANGED9,8099,80900%$249.0K$235.8K-$13.2K2026-10-23
Keeler Thomas Management LLC
DECREASED9,59710,835-1,238-11%$275.0K$230.7K-$44.3K2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW8,897—+8,897——$214.3K—2026-10-13
Kestra Advisory Services, LLC
NEW8,600—+8,600——$206.7K—2026-11-02
Guidance Point Advisors, LLC
INCREASED8,5748,530+44+1%$216.5K$206.1K-$10.4K2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED4,0004,00000%$101.5K$96.2K-$5.4K2026-10-20
Fifth Third Bancorp
UNCHANGED2,7362,73600%$69.5K$65.8K-$3.7K2026-11-05
Concord Wealth Partners
NEW2,004—+2,004——$48.2K—2026-11-02
Asset Dedication, LLC
INCREASED1,9681,195+773+65%$30.3K$47.3K+$17.0K2026-11-03
Central Trust Co
UNCHANGED1,3871,38700%$35.2K$33.3K-$1.9K2026-11-05
Hyposwiss Advisors SA
UNCHANGED1,3651,36500%$34.7K$32.8K-$1.8K2026-10-26
High Note Wealth, LLC
NEW377—+377——$9.1K—2026-10-27
Key Capital Management, Inc
NEW30—+30——$721—2026-11-03
Atria Investments, Inc
CLOSED08,871-8,871-100%$225.2K$0-$225.2K2026-10-15
Bellecapital International Ltd.
CLOSED05,579-5,579-100%$141.6K$0-$141.6K2026-10-21
Assetmark, Inc
CLOSED0204-204-100%$5.2K$0-$5.2K2026-10-21
Atlantic Union Bankshares Corp
N/A—1,849,299-1,849,299-100%$46.9M———
Summitry LLC
N/A—878,535-878,535-100%$22.3M———
Stifel Financial Corp
N/A—784,592-784,592-100%$19.9M———
Benjamin Edwards Inc
N/A—723,444-723,444-100%$18.4M———
Atlantic Private Wealth, LLC
N/A—222,302-222,302-100%$5.6M———
Morgan Stanley
N/A—183,785-183,785-100%$4.7M———
Ameriprise Financial Inc
N/A—170,974-170,974-100%$4.4M———
Accretive Wealth Partners, LLC
N/A—159,662-159,662-100%$4.1M———
Mercer Global Advisors Inc
N/A—148,450-148,450-100%$3.8M———
UBS Group AG
N/A—134,267-134,267-100%$3.4M———
Royal Bank of Canada
N/A—124,529-124,529-100%$3.2M———
Envestnet Asset Management Inc
N/A—114,247-114,247-100%$2.9M———
United Capital Financial Advisors, LLC
N/A—108,728-108,728-100%$2.8M———
HighTower Advisors, LLC
N/A—105,033-105,033-100%$2.7M———
Raymond James Financial Inc
N/A—80,546-80,546-100%$2.0M———
Cetera Investment Advisers
N/A—58,292-58,292-100%$1.5M———
Mariner, LLC
N/A—55,149-55,149-100%$1.4M———
Citadel Advisors LLC
N/A—54,886-54,886-100%$1.4M———
Reliant Wealth Planning
N/A—52,382-52,382-100%$1.3M———
Bank of America Corp
N/A—50,182-50,182-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—43,166-43,166-100%$1.1M———
LPL Financial LLC
N/A—38,362-38,362-100%$973.8K———
Arax Advisory Partners
N/A—34,635-34,635-100%$879.2K———
Goldman Sachs Group Inc
N/A—31,825-31,825-100%$807.9K———
L2 Asset Management, LLC
N/A—26,125-26,125-100%$663.2K———
Jane Street Group, LLC
N/A—23,805-23,805-100%$604.3K———
Equitable Holdings, Inc.
N/A—20,802-20,802-100%$528.1K———
Wells Fargo & Company
N/A—20,796-20,796-100%$527.9K———
MML Investors Services, LLC
N/A—19,060-19,060-100%$483.8K———
Northwestern Mutual Wealth Management Co
N/A—18,941-18,941-100%$480.8K———
Dearborn Partners LLC
N/A—11,682-11,682-100%$304.3K———
Vestmark Advisory Solutions, Inc.
N/A—9,083-9,083-100%$230.6K———
Waverly Advisors, LLC
N/A—8,551-8,551-100%$217.1K———
CNB Bank
N/A—5,054-5,054-100%$128.3K———
Fiduciary Financial Advisors
N/A—3,295-3,295-100%$83.7K———
Osaic Holdings, Inc.
N/A—2,839-2,839-100%$72.1K———
CVA Family Office, LLC
N/A—583-583-100%$14.8K———
Showing 69 of 69 institutions